| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Shaker Financial Services, LLC | 193,217 | 358,126 | +164,909 | 0.50 | 0.88 | +0.38 | buy |
| Consolidated Portfolio Review Corp | 89,390 | 94,024 | +4,634 | 0.09 | 0.09 | -0.00 | buy |
| Hilltop Holdings Inc. | 24,929 | 28,429 | +3,500 | 0.01 | 0.01 | +0.00 | buy |
| Independent Wealth Network Inc. | 50,562 | 52,590 | +2,028 | 0.14 | 0.13 | -0.01 | buy |
| Procyon Advisors, LLC | 31,414 | 31,664 | +250 | 0.01 | 0.01 | -0.00 | buy |
| L.M. KOHN & COMPANY | 21,029 | 20,994 | -35 | 0.04 | 0.03 | -0.00 | sell |
| ELCO Management Co., LLC | 22,023 | 21,323 | -700 | 0.08 | 0.07 | -0.01 | sell |
| WORLD EQUITY GROUP, INC. | 190,616 | 91,581 | -99,035 | 0.27 | 0.19 | -0.09 | sell |